21.2 Printing Report with an Excel Template

Generate a PDF report by merging application data into an Excel template.

HR Representatives at Woods Clinic asked for an easy way to generate an employee tenure report by department.

• Formatting Data in Excel with Tags
  Format an Excel report template with tags that map data sources and fields into the layout.
• Creating Layout for Document Template
  Create a Report Layout shared component to hold the document template.
• Defining Report Query Sources
  Create a Report Query definition to supply the report data.
• Assigning Sources a Data Loop Name
  Set each report source’s Data Loop Name to match the short name used in the template tags.
• Using SQL Features in Report Sources
  Use SQL features and custom functions in report sources to shape data for a report.
• Inspecting the Report Query JSON
  Inspect the generated Report Query JSON to see how data loop names and source rows are structured.
• Printing Report from a Page
  Print and download a report from a page using a button, application item, and Print Report process.
• Experiencing Report Generation as a User
  Follow the user flow from choosing report data to downloading the generated PDF.